DFX Intelligence
Advisors
Advisors registered through &PartnersAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
540 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Heikki Erik Von Hellens dual registrant | &Partners independent RIA | Nashville, Tn | Aug 29, 2024 | 22 y | 1 | 2 |
| Michael Timothy Waldron Certified Financial Planner · dual registrant | &Partners independent RIA | Clayton, Mo | Nov 4, 2025 | 29 y | 2 | 2 |
| Rebecka Ann Waller dual registrant | &Partners independent RIA | Clayton, Mo | Jul 3, 2024 | 12 y | 1 | 2 |
| T•••• R• W•••••••• dual registrant | •••••••• independent RIA | Tyler, Tx | Jun 28, 2024 | 25 y | 5 | 1 |
| D•••••• E••••• W•••••• dual registrant | •••••••• independent RIA | North Palm Beach, Fl | May 16, 2025 | 30 y | 3 | 2 |
| S•••• M• W••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Vienna, Va | Mar 14, 2025 | 17 y | 1 | 2 |
| D••• M•••••• W•••••• dual registrant | •••••••• independent RIA | Virginia Beach, Va | May 10, 2024 | 25 y | 1 | 2 |
| L•••• W••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Lake Forest , Il | Sep 13, 2024 | 10 y | 2 | 2 |
| R••••• W••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Lake Bluff, Il | Sep 13, 2024 | 32 y | 2 | 2 |
| D•••• W•••• Chartered Financial Consultant · dual registrant | •••••••• independent RIA | Clayton, Mo | Mar 14, 2025 | 10 y | 4 | 1 |
| N••• A••••• W••••••• dual registrant | •••••••• independent RIA | Nashville, Tn | Apr 26, 2024 | 18 y | 2 | 2 |
| T•• E••••• W•••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Nashville, Tn | Oct 11, 2024 | 33 y | 3 | 2 |
| J••••••• M•••••• W••••• dual registrant | •••••••• independent RIA | Bloomington, Mn | Jun 10, 2024 | 27 y | 1 | 2 |
| M••••••• A••• W••• dual registrant | •••••••• independent RIA | Palestine, Tx | Jun 28, 2024 | 23 y | 3 | 1 |
| R••••• M•••• W•••••••• dual registrant | •••••••• independent RIA | Nashville, Tn | Apr 14, 2025 | 11 y | 0 | 2 |
| S•••• P•••••• W•••••• Chartered Financial Consultant · dual registrant | •••••••• independent RIA | Clayton, Mo | Aug 31, 2026 | 26 y | 2 | 2 |
| J••• E••• W••••• dual registrant | •••••••• independent RIA | Florham Park, Nj | Nov 4, 2025 | 40 y | 2 | 2 |
| D•••• W••••• W•••• I•• dual registrant | •••••••• independent RIA | Nashville, Tn | Jan 1, 2025 | 45 y | 1 | 1 |
| J••• L•••• W••••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Sep 18, 2025 | 13 y | 0 | 2 |
| D•••• W••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Oct 31, 2025 | 13 y | 2 | 2 |
| D••• L•••••• W••••• dual registrant | •••••••• independent RIA | Charlotte, Nc | Mar 13, 2025 | 10 y | 2 | 2 |
| S•••••• E••••• W••••• Chartered Financial Analyst · dual registrant | •••••••• independent RIA | Charlotte, Nc | Jan 10, 2025 | 33 y | 5 | 2 |
| J••••• K•••• W••••• dual registrant | •••••••• independent RIA | Cornwall Bridge , Ct | Jul 10, 2026 | 39 y | 2 | 4 |
| E••••• C•••• W••••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Nov 3, 2025 | 36 y | 4 | 1 |
| J•••• W••• dual registrant | •••••••• independent RIA | Washington, Dc | Mar 24, 2025 | 10 y | 0 | 2 |
| P••••• S• W••• dual registrant | •••••••• independent RIA | Washington, Dc | Mar 7, 2025 | 27 y | 2 | 3 |
| J•••• W•••••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Nov 3, 2025 | 24 y | 5 | 1 |
| K•••••• L•• W•••••• Certified Financial Planner · dual registrant | •••••••• independent RIA | Boston, Ma | Mar 20, 2026 | 11 y | 1 | 2 |
| T••••• L•••• W•••• dual registrant | •••••••• independent RIA | Bloomington, Mn | Jun 7, 2024 | 39 y | 1 | 2 |
| K•••••••• W••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jun 14, 2024 | 14 y | 2 | 2 |
| A•••• Y••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | •••••••• independent RIA | Seattle, Wa | Oct 17, 2025 | 17 y | 1 | 2 |
| M•••••• J•• Z•••• dual registrant | •••••••• independent RIA | Issaquah, Wa | Jul 14, 2026 | 13 y | 1 | 2 |
| T••••••• J•••• Z•• Certified Financial Planner · dual registrant | •••••••• independent RIA | Clayton, Mo | Jul 25, 2024 | 34 y | 1 | 3 |
| S••••• N• Z•••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Jul 29, 2024 | 17 y | 1 | 1 |
| P••• W•••••• Z•••••••• dual registrant | •••••••• independent RIA | Torrance, Ca | Aug 21, 2025 | 23 y | 2 | 2 |
| R•••••• D•••••••• Z•••••• dual registrant | •••••••• independent RIA | Edison, Nj | Jul 29, 2024 | 32 y | 2 | 1 |
| C•••• D•••• Z••••• dual registrant | •••••••• independent RIA | Clayton, Mo | Dec 18, 2023 | 11 y | 1 | 1 |
| J••• P• Z••• dual registrant | •••••••• independent RIA | Clayton, Mo | Nov 10, 2025 | 11 y | 4 | 1 |
| J••• P••••• Z••• dual registrant | •••••••• independent RIA | Clayton, Mo | Nov 10, 2025 | 32 y | 3 | 1 |
| G•••• J••••••• Z••••• dual registrant | •••••••• independent RIA | Sewickley, Pa | Jul 20, 2026 | 11 y | 1 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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